High Net Worth Investor Liaison

3 weeks ago


New York, New York, United States Yieldstreet Full time
Main Responsibilities
  • Educate investors to enhance their understanding of Yieldstreet's investment strategy and the details of individual funds and offerings.
  • Leverage consultative selling techniques to understand clients' needs and provide tailored investment solutions, guiding them through the decision making process.
  • Build and Nurture high-value relationships by delivering investor-focused education and exceptional service.
  • Proactively engage your existing client base with regular outreach to maintain strong relationships and identify new opportunities to grow AUM.

What you'll need:

  • 3-5 years of business development, investor relations, or customer service within financial services.
  • Sales and client-facing presentation skills.
  • Meticulous white-glove service experience and demonstrated investor-first orientation.
  • Ability to prioritize tasks, leads, and outreach based on analysis.
  • Experience meeting and exceeding metrics-driven performance indicators.


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